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    Course #

    Day

    Dates

    Time

    Room

    Fees

    Instructor

    FALL Q1 2025
     
     MONEY MANAGEMENT

    Register early for all classes.
    (Then you won't be disappointed if your class is full or canceled.)
     
    Registration starts July 22nd @ 8am 
    Morgan Stanley, Walnut Creek, Sr. Advisor George Noceti can be seen on KTVU, ABC, KRON as well as KCBS and KGO radio as a frequently financial news contributor. 
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    Savvy Social Security Planning for Couples (1 Class Session)
    Learn how much Social Security you and your spouse stand to receive over your joint lifetime and rules and guidelines for when spouses should apply for benefits. The decisions you make in your 60's can determine the amount of income you or your surviving spouse will have in your 80's or 90's. Two key things you need to know about Social Security survivor benefits. How to avoid mistakes at your Social Security office. You will also receive a copy of The Baby Boomer's Guide to Social Security-- a comprehensive reference addressing common questions and issues, including reform proposals. Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income. 
    MM100.1 M 8/11 6:30-8pm   Room 102 Reg $25/Seniors $22.50  Noceti
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    What Baby Boomers Need to Know About Medicare & Long-Term Care - 1 class

    Baby Boomers are asking: When do I sign up for Medicare?; What does Medicare cover?; How much does it cost?; Will I need other insurance?; What about long-term care?

    At this workshop you will learn: How Medicare enrollment periods work and what you need to do to avoid late enrollment penalties; How much you can expect to pay in health care costs after going onto Medicare; How Medicare works with private insurance to provide comprehensive coverage; Why most people pay too much for private insurance and how you can avoid excess costs; Why you must plan for higher health care costs in retirement including the possibility of needing long-term care.

    You will also receive a copy of The Baby Boomer's Guide to Savvy Medicare Planning -- a comprehensive reference addressing common questions and issues. 

    MM101.1 M 9/8 6:30  -8pm    Room 102 Reg $25/Seniors $22.50    Noceti
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    Fall Q1 Holidays: 9/1 Del Valle Education Center, 1963 Tice Valley Blvd, Walnut Creek